Money and finance help for expats

Managing your money and investments when you move abroad can be complicated, and  extra caution is definitely required. We've created this library of information and guidance on what you need to know to manage your money and finances when you're living abroad.

If you can't find what you're looking for and still need help, request an introduction to a trusted financial advisor from our parter network.

Browse our money and finance articles

Back-end loads: How to avoid being stung with hidden fees as an expat investor

Back-end loads: How to avoid being stung with hidden fees as an expat investor

In regulated financial markets, back-end loads are a legitimate fee option. However, many expats are being stung with hidden fees masquerading as back-end loads

Everywhere
QROPS (ROPS) Pitfalls: How to protect yourself

QROPS (ROPS) Pitfalls: How to protect yourself

Every day, thousands of expats are targeted with QROPS cold-calls. Here's the story of one such expat and how they protected themselves by using Experts for Expats

Everywhere
Alternative investments and crowdfunding explained

Alternative investments and crowdfunding explained

Alternative investments are increasingly attracting the attention of investors; but should you be considering them and which is the best option for you?

Everywhere
Pension deficits: Should you be concerned and what are your options?

Pension deficits: Should you be concerned and what are your options?

There is much media coverage surrounding pension deficits, but how have they come about, should you be concerned and what are your options?

United Kingdom
QROPS vs QNUPS

QROPS vs QNUPS

To have an overseas pension plan classed as QNUPS some important requirements must be met.

United Kingdom
Defined benefit pension schemes explained

Defined benefit pension schemes explained

Learn more about defined benefit pension schemes and the options available to people who either live in the UK or abroad as an expat

United Kingdom
Choosing a Financial Adviser

Choosing a Financial Adviser

If an adviser is using fear to get you to sign their agreement, take a step back and, again, get a second opinion.

Everywhere
9 major differences between good and bad financial advisers

9 major differences between good and bad financial advisers

Getting good financial advice is essential if you are looking to make an investment, but how can tell if the adviser you've chosen is good or not? These are our 9 tips

Everywhere
The role of the FCA and British expats

The role of the FCA and British expats

The FCA is a regulatory authority created by HM Treasury and is designed to provide a certain degree of financial security. This article explains the role of the FCA with regards to expats

United Kingdom
How to spot a rogue financial adviser

How to spot a rogue financial adviser

Find out the common tricks and tactics rogue financial advisers will use to try and take your money away from you and know the steps to help ensure you avoid making a massive financial mistake

Everywhere
Finding a lost pension

Finding a lost pension

If you haven’t received your pension statement for over a year, you may have "lost" your pension. Find out how you can take steps to trace it again.

United Kingdom
Annuities

Annuities

If you have a pension, purchasing an annuity is a big decision, and something which pension companies will push – but what are they?

United Kingdom
The UK State Pension

The UK State Pension

If you're a British expat, retired or otherwise, discover your State Pension options and help maximise your retirement income

United Kingdom
Financial planning for expats in Africa

Financial planning for expats in Africa

Working as an expat in Africa can yield generous financial rewards, but sound planning and expert advice is needed to protect your assets and plan for a comfortable retirement.

South Africa
What are structured notes, how do they work and what are the risks?

What are structured notes, how do they work and what are the risks?

Structured notes are fixed-term complex investments that track the performance of derivatives over a period of time. This article gives an overview of structured notes and provides examples of how ...

Everywhere